New York City Metropolitan Area
I am a tax professional passionate about building a strong and successful career in taxation. Currently working at Davis, Ward & Hochman LLP, I am committed to continuously developing my technical knowledge, strengthening my analytical skills, and delivering high-quality work in client service and tax compliance. I am completing my Bachelor’s degree in Accounting at Baruch College, where I am building a strong academic foundation in financial reporting and tax principles. After graduation, I plan to sit for the CPA exam and continue advancing my professional development in the field of taxation. I also intend to pursue a Master’s in Taxation to further deepen my expertise. My long-term goal is to build a career where I can provide strategic, reliable, and ethical tax services to clients, eventually developing my own tax practice. I am driven, detail-oriented, and committed to continuous growth as I work toward becoming a well-rounded tax professional.
• Prepared quarterly (Q4) tax projections for high-net-worth individuals and business entities using Bloomberg Tax & Accounting, supporting year-end planning and estimated tax liability analysis • Assisted in the preparation and review of federal and state income tax returns for high-net-worth individuals, partnerships, corporations, and other entities using Lacerte Tax software • Compiled, analyzed, and reconciled client financial data to ensure accuracy, completeness, and compliance with applicable federal and state tax regulations • Supported senior staff in identifying and resolving tax issues across individual and corporate returns, including preparation of supporting workpapers and documentation • Communicated with internal team members to coordinate assignments, clarify tax positions, and ensure timely completion of client deliverables • Developed exposure to complex tax concepts, including pass-through entities, corporate taxation, and individual compliance matters
• Completed and obtained the IRS Annual Filing Season Program – Due Diligence Certificate, demonstrating knowledge of tax return accuracy standards and due diligence requirements • Performed bank reconciliations to verify financial accuracy and ensure proper alignment between client records and bank statements
• Communicated directly with clients to gather information, clarify tax matters, and provide support throughout the tax preparation process • Organized and prepared detailed workpapers to support accurate and efficient completion of individual and business tax returns • Assisted in client meetings by providing Spanish-to-English translation support, ensuring clear communication with Spanish-speaking clients • Gained experience working with diverse clients while maintaining professionalism and confidentiality in all interactions